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\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u9884\u6d4b\uff0c2026\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u4e00\u822c\u578bDRAM\u6574\u4f53\u5408\u7ea6\u4ef7\u683c\u73af\u6bd4\u4e0a\u6da858%-63%\uff1bNAND Flash\u6574\u4f53\u5408\u7ea6\u4ef7\u683c\u73af\u6bd4\u4e0a\u6da870%-75%\u3002\u5728\u4e2d\u4fe1\u8bc1\u5238<\/a><\/span><\/span>\u770b\u6765\uff0cAI\u9a71\u52a8\u7684\u9700\u6c42\u7206\u53d1\u4e0e\u539f\u5382\u6269\u4ea7\u8282\u594f\u9519\u4f4d\uff0c\u5bfc\u81f4\u5b58\u50a8\u82af\u7247<\/a><\/span>\u7f3a\u8d27\u5e38\u6001\u5316\uff0c\u9884\u8ba1\u4f9b\u4e0d\u5e94\u6c42\u683c\u5c40\u81f3\u5c11\u6301\u7eed\u81f32027\u5e74<\/span><\/strong>\uff0c\u6da8\u4ef7\u884c\u60c5\u5c06\u8d2f\u7a7f2026\u5e74\u5168\u5e74\uff0c\u884c\u4e1a\u6709\u671b\u7ef4\u6301\u9ad8\u666f\u6c14\uff0c\u539f\u5382\u53ca\u76f8\u5173\u5b58\u50a8\u8bbe\u8ba1\u516c\u53f8\u76c8\u5229\u5177\u5907\u8f83\u5f3a\u652f\u6491\u3002<\/p>\n

\u5546\u4e1a\u822a\u5929<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

11\u65e5\uff0c\u5929\u821f\u5341\u53f7\u8d27\u8fd0\u98de\u8239\u5728\u6d77\u5357\u6587\u660c\u822a\u5929\u53d1\u5c04\u573a\u6210\u529f\u53d1\u5c04\u5347\u7a7a\u3002\u672c\u6b21\u5929\u821f\u5341\u53f7\u98de\u8239\u8fd8\u5c06\u642d\u8f7d\u67d4\u6027\u5c01\u88c5\u5355\u6676\u7845\u592a\u9633\u7535\u6c60<\/a><\/span><\/span>\u6837\u54c1\u8fdb\u5165\u592a\u7a7a<\/span><\/strong>\uff0c\u5f00\u5c55\u5728\u8f68\u7a7a\u95f4\u73af\u5883\u5b9e\u9a8c\uff0c\u8be5\u5b9e\u9a8c\u9879\u76ee\u5c06\u4e3a\u6211\u56fd\u5546\u4e1a\u822a\u5929<\/span>\u4e92\u8054\u7f51\u7ec4\u7f51\u3001\u592a\u7a7a\u7b97\u529b\u53ca\u672a\u6765\u592a\u7a7a\u5149\u4f0f\u4ea7\u4e1a\u53d1\u5c55\u63d0\u4f9b\u6280\u672f\u652f\u6491\u3002<\/p>\n

\u6db2\u51b7<\/strong>\uff1a<\/p>\n

\u636e\u5a92\u4f53<\/a>\u62a5\u9053\uff0c\u4ee5\u82f1\u4f1f\u8fbe<\/a><\/span><\/span>\u4e3a\u4ee3\u8868\u7684AI\u82af\u7247<\/a><\/span><\/span>\u529f\u8017\u6b63\u4ee5\u4ee3\u9645\u7ffb\u500d\u7684\u901f\u5ea6\u63d0\u5347\u3002\u4eceB200\u76841000W\u5230\u672a\u6765Rubin\u7cfb\u5217R300\u76844000W+\uff0c\u5355\u673a\u67dc\u529f\u7387\u5bc6\u5ea6\u5df2\u8dc3\u5347\u81f3140kW\u4ee5\u4e0a\uff0c\u8fdc\u8d85\u98ce\u51b7\u7cfb\u7edf15kW\u7684\u7ecf\u6d4e\u6563\u70ed\u4e0a\u9650\u3002\u6db2\u51b7\u5df2\u6210\u4e3a\u652f\u6491\u9ad8\u5bc6\u5ea6\u7b97\u529b\u90e8\u7f72\u7684\u552f\u4e00\u9009\u62e9<\/span><\/strong>\u3002<\/p>\n

\u7eff\u8272\u7535\u529b<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

\u56fd\u5bb6\u80fd\u6e90<\/a>\u5c40\u4f1a\u540c\u56fd\u5bb6\u53d1\u5c55\u6539\u9769\u59d4\u3001\u5de5\u4e1a\u548c\u4fe1\u606f\u5316\u90e8\u3001\u56fd\u5bb6\u6570\u636e\u5c40\u65e5\u524d\u5370\u53d1\u4e86\u300a\u5173\u4e8e\u4fc3\u8fdb\u4eba\u5de5\u667a\u80fd\u4e0e\u80fd\u6e90\u53cc\u5411\u8d4b\u80fd\u7684\u884c\u52a8\u65b9\u6848\u300b\u3002\u65b9\u6848\u6307\u51fa\uff0c\u8981\u52a0\u5f3a\u7b97\u529b\u8bbe\u65bd\u9879\u76ee\u5e03\u5c40\u89c4\u5212\u6307\u5bfc\uff0c\u5c06\u7eff\u7535\u4f7f\u7528\u5360\u6bd4\u4f5c\u4e3a\u91cd\u8981\u53c2\u8003\u6307\u6807<\/span><\/strong>\uff1b\u63a2\u7d22\u767e\u4e07\u5343\u74e6\u7ea7\u4eba\u5de5\u667a\u80fd\u7b97\u529b\u8bbe\u65bd\u4e0e\u914d\u5957\u80fd\u6e90\u7cfb\u7edf\u534f\u540c\u5efa\u8bbe\uff0c\u9009\u62e9\u5177\u5907\u6761\u4ef6\u7684\u5730\u533a\u5f00\u5c55\u8bd5\u70b9\u3002<\/p>\n

\u5c01\u6d4b\u8bbe\u5907<\/strong>\uff1a<\/p>\n

\u636e\u62a5\u9053\uff0c\u5c01\u6d4b\u4ee3\u5de5\u5382\u5546\u76f8\u7ee7\u5ba3\u5e03\u52a0\u7801\u6295\u8d44\uff0c\u4f46\u4ea7\u4e1a\u4eba\u58eb\u6307\u51fa\uff0c\u56e0\u5148\u8fdb\u5c01\u6d4b\u8bbe\u5907\u91c7\u8d2d\u9700\u6c42\u8d85\u4e4e\u9884\u671f\uff0c\u8ba2\u5355\u6d8c\u5165\u5bfc\u81f4\u4e0a\u6e38\u4f9b\u5e94\u94fe\u51fa\u73b0\u6392\u961f\uff0c\u4e0d\u4ec5\u5ba2\u6237\u4e4b\u95f4\u5f62\u6210\u4ea7\u80fd\u6392\u6324\u6548\u5e94\uff0c\u90e8\u5206\u8bbe\u5907\u4ea4\u671f\u66f4\u62c9\u957f\u81f31\u5e74\u4ee5\u4e0a\uff0c\u5bfc\u81f4\u5c01\u6d4b\u5382\u65b0\u4ea7\u80fd\u5f00\u51fa\u65f6\u7a0b\u88ab\u8feb\u5ef6\u540e<\/span><\/strong>\u3002<\/p>\n

MLCC<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

\u7efc\u5408<\/a><\/span><\/span>\u5e02\u573a\u6765\u770b\uff0cMLCC<\/span>\u7684\u8d70\u5f3a\uff0c\u5728\u4e8eAI\u7b97\u529b\u7206\u53d1\uff0c\u5efa\u7acb\u4e86\u9ad8\u7aefMLCC<\/span>\u6210\u957f\u7684\u65b0\u66f2\u7ebf\u3002\u4e2d\u91d1\u516c\u53f8<\/a><\/span><\/span>\u8ba4\u4e3a\uff0c\u968f\u7740AI\u8fd0\u7b97\u9700\u6c42\u6025\u5267\u589e\u957f\uff0cMLCC\u5728AI\u670d\u52a1\u5668\u7684\u7535\u6e90\u7cfb\u7edf\u548c\u8ba1\u7b97\u677f\u3001\u4ea4\u6362\u677f\u4e2d\u7684\u7528\u91cf\u5927\u5e45\u63d0\u5347\u3002\u901a\u8fc7\u673a\u67dc\u603b\u529f\u7387\u4e0e\u5355\u74e6MLCC\u9897\u6570\u9884\u6d4b\uff0c\u4e2d\u91d1\u516c\u53f8<\/span>\u8ba4\u4e3a\uff0cAI\u670d\u52a1\u56682026\/2027\u5e74MLCC\u9700\u6c42\u91cf\u7ea6\u4e3a726\u4ebf\u9897\/1367\u4ebf\u9897\uff0c\u540c\u6bd4\u589e\u957f87%\/88%<\/span><\/strong>\u3002<\/p>\n

AI\u773c\u955c<\/a><\/span><\/span>\uff1a<\/strong><\/p>\n

\u201c2026\u5e74\u5c06\u662fAIAgent\uff08\u667a\u80fd\u4f53\uff09\u5143\u5e74\u3002\u201d\u5728\u6700\u65b0\u7684\u5a92\u4f53\u4e13\u8bbf\u4e2d\uff0c\u9ad8\u901a<\/a><\/span><\/span>CEO\u514b\u91cc\u65af\u8482\u4e9a\u8bfa\u963f\u8499\u5982\u6b64\u5224\u65ad\u3002\u4ed6\u9884\u8ba1\uff0c2027-2028\u5e74\uff0c\u667a\u80fd\u4f53\u8bbe\u5907\u6709\u671b\u5b9e\u73b0\u89c4\u6a21\u5316\u666e\u53ca\u3002\u5728\u5404\u7c7b\u8bbe\u5907\u5f62\u6001\u4e2d\uff0c\u5176\u8868\u793a\uff0c\u81ea\u5df1\u201c\u975e\u5e38\u770b\u597d\u773c\u955c\u201d<\/span><\/strong>\u3002\u56e0\u4e3a\u4eba\u4eec\u6234\u773c\u955c\u4f1a\u611f\u89c9\u5f88\u81ea\u5728\u4e5f\u5f88\u81ea\u7136\uff1b\u7528\u6237\u8f6c\u5934\u65f6\uff0c\u6444\u50cf\u5934\u80fd\u6355\u6349\u5230\u4ed6\u7684\u773c\u775b\u6240\u770b\u5230\u7684\u4e00\u5207\uff0c\u4e14\u773c\u955c\u79bb\u8033\u6735\u5f88\u8fd1\uff0c\u79bb\u5634\u4e5f\u5f88\u8fd1\u3002<\/strong><\/p>\n

\u57f9\u80b2\u94bb\u77f3<\/a><\/span><\/span><\/strong>\uff1a<\/p>\n

5\u670810\u65e5\uff0c\u8bb0\u8005\u4ece\u8bb8\u660c\u5e02\u5de5\u4e1a\u548c\u4fe1\u606f\u5316\u5c40\u83b7\u6089\uff0c\u6cb3\u5357\u9ec4\u6cb3\u65cb\u98ce<\/a><\/span><\/span>\u80a1\u4efd\u6709\u9650\u516c\u53f8\u81ea\u4e3b\u7814\u53d1\u7684\u201c\u91d1\u521a\u77f3\u2014<\/span><\/strong>\u78b3\u5316\u7845<\/a><\/span><\/span><\/span><\/strong>\u590d\u5408\u6750\u6599\u201d\u9879\u76ee\u53d6\u5f97\u91cd\u5927\u9636\u6bb5\u6027\u6210\u679c\uff0c\u6838\u5fc3\u6027\u80fd\u6307\u6807\u8fbe\u5230\u56fd\u9645\u5148\u8fdb\u6c34\u5e73<\/span><\/strong>\uff0c\u6210\u529f\u7834\u89e3\u4e86\u957f\u671f\u56f0\u6270\u534a\u5bfc\u4f53<\/a><\/span><\/span>\u4ea7\u4e1a\u7684\u70ed\u81a8\u80c0\u5931\u914d\u96be\u9898\uff0c\u4e3a\u6211\u56fd\u9ad8\u7aef\u534a\u5bfc\u4f53<\/span>\u6563\u70ed\u6280\u672f\u81ea\u4e3b\u53ef\u63a7\u63d0\u4f9b\u4e86\u5173\u952e\u652f\u6491\u3002<\/p>\n

\"\u4e1c\u65b9\u8d22\u5bcc\u8d22\u7ecf\u65e9\u9910<\/a><\/p>\n

\u516c\u53f8\u65b0\u95fb<\/h3>\n

\u817e\u8baf<\/a><\/strong>\uff1a\u5a92\u4f53\u8bb0\u8005\u83b7\u6089\uff0c\u8001\u80a1\u4e1c\u817e\u8baf\u5df2\u8ddf\u6295\u9636\u8dc3\u661f\u8fb0\u65b0\u4e00\u8f6e\u878d\u8d44<\/span>\u3002<\/strong>\u4e0a\u5468\u6709\u6d88\u606f\u4eba\u58eb\u5bf9\u8bb0\u8005\u79f0\uff0c\u9636\u8dc3\u5373\u5c06\u5b8c\u621025\u4ebf\u7f8e\u91d1\u878d\u8d44\uff0c\u5e76\u5df2\u62c6\u9664\u7ea2\u7b79\u67b6\u6784\uff0c\u52a0\u901f\u8d74\u6e2fIPO<\/a>\u51c6\u5907\u3002<\/p>\n

\u5174\u798f\u7535\u5b50<\/a><\/span><\/span><\/strong>\uff1a\u9488\u5bf9\u5a92\u4f53\u62a5\u9053\u201cSK\u6d77\u529b\u58eb(\u65e0\u9521)\u6295\u8d44\u6709\u9650\u516c\u53f8\u4e00\u5b63\u5ea6\u65b0\u8fdb\u524d\u5341\u5927\u6d41\u901a\u80a1\u4e1c\u201d\uff0c\u516c\u53f8\u6f84\u6e05\u8be5\u80a1\u4e1c\u7cfbIPO\u524d\u80a1\u4e1c\uff0c\u6301\u80a1500\u4e07\u80a1\uff0c\u4e8e1\u670822\u65e5\u89e3\u7981<\/span><\/strong>\uff0c\u6301\u80a1\u6570\u91cf\u672a\u53d8\uff0c\u4e0d\u6392\u9664\u540e\u7eed\u51cf\u6301<\/a>\u53ef\u80fd\u3002\u6b64\u5916\uff0c\u5e02\u573a\u4f20\u95fb\u201c\u7535\u5b50<\/span>\u7ea7\u9ad8\u7eaf\u7ea2\u78f7\u5df2\u5b9e\u73b0\u9500\u552e\u201d\u4e0d\u5b9e\uff0c\u8be5\u4ea7\u54c1\u4ecd\u5904\u6280\u672f\u7814\u53d1\u9636\u6bb5\uff0c\u5546\u4e1a\u5316\u5b58\u5728\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n

\u5927\u91d1\u91cd\u5de5<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u4e0e\u5e0c\u814a\u67d0\u8239\u4e1c\u4e0b\u5c5e\u5b50\u516c\u53f8\u7b7e\u7f72\u4e24\u4efd\u300a\u6563\u8d27\u8239\u5efa\u9020\u5408\u540c\u300b\uff0c\u5c06\u4e3a\u5176\u8bbe\u8ba1\u3001\u5efa\u9020\u3001\u4ea4\u4ed8\u51712\u8258211,000DWT\u6563\u8d27\u8239\uff0c\u5408\u540c\u603b\u91d1\u989d\u7ea61.53\u4ebf\u7f8e\u5143(\u6298\u5408\u4eba\u6c11\u5e01<\/a>\u7ea610.44\u4ebf\u5143)<\/span><\/strong>\u3002\u4e0a\u8ff0\u8239\u8236\u5c06\u4e8e2029\u5e74\u5206\u6279\u4ea4\u4ed8\u3002<\/p>\n

\u767e\u6d4e\u795e\u5dde<\/a><\/span><\/span><\/strong>\uff1a2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u8425\u4e1a\u6536\u5165105.44\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f31.0%\uff1b\u5f52\u5c5e\u4e8e\u4e0a\u5e02\u516c\u53f8<\/a>\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a16.08\u4ebf\u5143\uff0c\u4e0a\u5e74\u540c\u671f\u4e8f\u635f<\/span><\/strong>\uff0c\u6ce8\uff1a\u516c\u53f8Q1\u51c0\u5229\u6da616.08\u4ebf\uff0c2025\u5e74Q4\u51c0\u5229\u6da63.22\u4ebf\uff0c\u636e\u6b64\u8ba1\u7b97\uff0cQ1\u51c0\u5229\u6da6\u73af\u6bd4\u589e\u957f399%\u3002<\/p>\n

\u53ef\u5ddd\u79d1\u6280<\/a><\/span><\/span><\/strong>\uff1a\u622a\u81f32026\u5e745\u670811\u65e5\uff0c\u80a1\u4e1c\u5c60\u6587\u658c\u3001\u5c60\u65bd\u6069\u3001\u65bd\u7389\u5e86\u901a\u8fc7\u4e8c\u7ea7\u5e02\u573a\u96c6\u4e2d\u7ade\u4ef7\u589e\u6301\u516c\u53f8\u80a1\u4efd940.41\u4e07\u80a1\uff0c\u5360\u516c\u53f8\u603b\u80a1\u672c\u76845%<\/span><\/strong>\u3002\uff08\u6ce8\uff1a\u5c60\u65bd\u6069\u4e3a\u5c60\u6587\u658c\u7684\u513f\u5b50\uff0c\u65bd\u7389\u5e86\u4e3a\u5c60\u6587\u658c\u7684\u914d\u5076\uff0c\u4e09\u4eba\u4e3a\u4e00\u81f4\u884c\u52a8\u4eba\u3002\uff09<\/p>\n

\u6c5f\u82cf\u6709\u7ebf<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u62df\u901a\u8fc7\u4e0a\u6d77\u8bc1\u5238\u4ea4\u6613\u6240\u4ea4\u6613\u7cfb\u7edf\u4ee5\u96c6\u4e2d\u7ade\u4ef7\u3001\u5927\u5b97\u4ea4\u6613\u7b49\u65b9\u5f0f\uff0c\u8d2d\u4e70<\/span><\/strong>\u5e38\u719f\u94f6\u884c<\/a><\/span><\/span><\/span><\/strong>\u4e0d\u8d85\u8fc73.5%(\u542b)\u7684\u80a1\u4efd<\/span><\/strong>\uff0c\u603b\u6295\u8d44\u91d1\u989d\u4e0d\u8d85\u8fc79\u4ebf\u5143(\u542b)\uff0c\u8d44\u91d1\u6765\u6e90\u4e3a\u516c\u53f8\u81ea\u6709\u8d44\u91d1\u3002<\/p>\n

\u6600\u51a2\u79d1\u6280<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8MLCC\u4e1a\u52a1\u6295\u8d44\u98ce\u9669<\/a>\uff1a\u516c\u53f8MLCC\u4e1a\u52a1\u5177\u6709\u524d\u671f\u8d44\u91d1\u6295\u5165\u5927\u3001\u6295\u8d44\u5468\u671f\u957f\u7b49\u7279\u70b9<\/span><\/strong>\uff0c\u5c1a\u5904\u4e8e\u4e8f\u635f\u72b6\u6001\u3002\u76ee\u524d\u516c\u53f8MLCC\u4ea7\u54c1\u4e3b\u8981\u5e94\u7528\u4e8e\u6d88\u8d39\u7535\u5b50<\/a><\/span><\/span>\u9886\u57df\uff0c\u6682\u672a\u5e94\u7528\u4e8eAI\u7b97\u529b\u670d\u52a1\u5668\u3002\u656c\u8bf7\u5e7f\u5927\u6295\u8d44\u8005\u6ce8\u610f\u6295\u8d44\u98ce\u9669\uff0c\u7406\u6027\u51b3\u7b56\uff0c\u5ba1\u614e\u6295\u8d44\u3002<\/p>\n

\u798f\u8fbe\u5408\u91d1<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u6210\u7acb\u4e8e1994\u5e74\uff0c\u6df1\u8015\u7535\u63a5\u89e6\u6750\u6599\u751f\u4ea7\u52a0\u5de5\u9886\u57df\u591a\u5e74\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\uff1a\u89e6\u5934\u6750\u6599\u3001\u590d\u5c42\u89e6\u5934\u3001\u89e6\u5934\u7ec4\u4ef6\u7b49\uff0c\u80fd\u591f\u4e3a\u5ba2\u6237\u63d0\u4f9b\u7535\u63a5\u89e6\u6750\u6599\u4e00\u4f53\u5316\u89e3\u51b3\u65b9\u6848\u3002\u7ecf\u516c\u53f8\u5185\u90e8\u81ea\u67e5\u786e\u8ba4\uff0c\u5f53\u524d\u516c\u53f8\u4e3b\u8425\u4e1a\u52a1\u672a\u53d1\u751f\u8c03\u6574\uff0c\u6574\u4f53\u7ecf\u8425\u6001\u52bf\u7a33\u5b9a<\/span>\u3002<\/strong><\/p>\n

\u8fc5\u6377\u5174<\/a><\/span><\/span><\/strong>\uff1a\u516c\u53f8\u8463\u4e8b\u4f1a\u5ba1\u8bae\u901a\u8fc72026\u5e74\u5ea6\u4ee5\u7b80\u6613\u7a0b\u5e8f\u5411\u7279\u5b9a\u5bf9\u8c61\u53d1\u884c\u80a1\u7968\u65b9\u6848\uff0c\u62df\u52df\u96c6\u8d44\u91d1\u603b\u989d\u4e0d\u8d85\u8fc71.3\u4ebf\u5143<\/span><\/strong>\uff0c\u6263\u9664\u53d1\u884c\u8d39\u7528\u540e\u51c0\u989d\u5c06\u7528\u4e8e\u4fe1\u4e30\u9ad8\u591a\u5c42\u3001HDI\u4ea7\u7ebf\u6280\u6539\u4e0e\u5347\u7ea7\u9879\u76ee\u53ca\u8865\u5145\u6d41\u52a8\u8d44\u91d1\u3002<\/p>\n

ST<\/strong>\u767e\u5229<\/strong>\uff1a\u516c\u53f8\u4e8e2026\u5e745\u670811\u65e5\u6536\u5230\u4e2d\u56fd\u8bc1\u76d1\u4f1a<\/a>\u4e0b\u53d1\u7684\u300a\u7acb\u6848\u544a\u77e5\u4e66\u300b\uff0c\u56e0\u6d89\u5acc\u4fe1\u606f\u62ab\u9732\u8fdd\u6cd5\u8fdd\u89c4\uff0c\u8bc1\u76d1\u4f1a\u51b3\u5b9a\u5bf9\u516c\u53f8\u7acb\u6848<\/span><\/strong>\u3002\u76ee\u524d\u516c\u53f8\u751f\u4ea7\u7ecf\u8425\u6b63\u5e38\uff0c\u5c06\u79ef\u6781\u914d\u5408\u8c03\u67e5\u5e76\u5c65\u884c\u4fe1\u606f\u62ab\u9732\u4e49\u52a1\u3002<\/p>\n

\u70b9\u51fb\u67e5\u770b\u66f4\u591a\u4e0a\u5e02<\/a>\u516c\u53f8\u91cd\u5927\u516c\u544a>><\/strong><\/a><\/p>\n

\u73af\u7403\u5e02\u573a<\/strong><\/h3>\n

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\u4f0a\u7f8e\u5c31\u6d53\u7f29\u94c0\u5904\u7f6e\u65b9\u5f0f\u5b58\u5728\u4e25\u91cd\u5206\u6b67\uff1a<\/strong>\u4e00\u540d\u4f0a\u6717\u5b98\u5458\u5f53\u5730\u65f6\u95f411\u65e5\u79f0\uff0c\u4f0a\u6717\u4e0e\u7f8e\u56fd\u4e4b\u95f4\u7684\u8c08\u5224\u5728\u6d53\u7f29\u94c0\u7684\u5904\u7f6e\u3001\u6682\u505c\u94c0\u6d53\u7f29\u6d3b\u52a8\u671f\u9650\u4ee5\u53ca\u6218\u4e89\u8d54\u507f\u7b49\u95ee\u9898\u4e0a\u5b58\u5728\u4e25\u91cd\u5206\u6b67\u3002\u8fd9\u540d\u4f0a\u6717\u5b98\u5458\u8868\u793a\uff0c\u7f8e\u65b9\u5728\u5176\u63d0\u8bae\u4e2d\u8981\u6c42\u83b7\u53d6\u4f0a\u6717\u4e30\u5ea6\u4e3a60%\u7684\u6d53\u7f29\u94c0\uff0c\u5e76\u53cd\u5bf9\u5c06\u6d53\u7f29\u94c0\u8f6c\u79fb\u81f3\u4fc4\u7f57\u65af<\/a>\uff0c\u800c\u662f\u63d0\u8bae\u8f6c\u79fb\u5230\u7b2c\u4e09\u56fd\u3002\u8be5\u5b98\u5458\u8fd8\u8868\u793a\uff0c\u4f0a\u6717\u53cd\u5bf9\u5c06\u6d53\u7f29\u94c0\u8fd0\u81f3\u5883\u5916\uff0c\u4f46\u51c6\u5907\u5728\u56fd\u9645\u539f\u5b50\u80fd\u673a\u6784\u7684\u76d1\u7763\u4e0b\u5bf9\u5176\u8fdb\u884c\u7a00\u91ca\u5904\u7406\u3002 <\/p>\n

\u6295\u8d44\u4ebaMichael Burry\u8b66\u544a\u7eb3\u65af\u8fbe\u514b<\/a><\/span><\/span>100\u6307\u6570\u6216\u5927\u8dcc<\/a>\uff1a<\/strong>\u77e5\u540d\u6295\u8d44\u4ebaMichael Burry\u8b66\u544a\u79f0\uff0c\u5728\u7ecf\u5386\u4e00\u8f6e\u201c\u629b\u7269\u7ebf\u5f0f\u201d\u98d9\u5347\u3001\u79d1\u6280\u80a1\u4f30\u503c\u8fbe\u5230\u4e0d\u53ef\u6301\u7eed\u7684\u9ad8\u5ea6\u540e\uff0c\u7eb3\u65af\u8fbe\u514b<\/span>100\u6307\u6570\u9762\u4e34\u6025\u5267\u53cd\u8f6c\u3002Burry\u5728Substack\u4e0a\u53d1\u6587\u79f0\uff0c\u5f53\u524d\u5e02\u573a\u60c5\u5f62\u7c7b\u4f3c\u4e8e\u4e92\u8054\u7f51\u6ce1\u6cab\u7834\u88c2\u524d\u7684\u9ad8\u70b9\uff0c\u5176\u7279\u522b\u6307\u51fa\u82af\u7247\u80a1\u8fd1\u671f\u7684\u5927\u5e45\u4e0a\u6da8\u3002\u81ea3\u6708\u5e95\u4ee5\u6765\uff0c\u8d39\u57ce\u534a\u5bfc\u4f53<\/span>\u6307\u6570\u5df2\u4e0a\u6da8\u8fd170%\u3002\u4ed6\u8868\u793a\uff0c\u6309\u5176\u6d4b\u7b97\uff0c\u7eb3\u65af\u8fbe\u514b<\/span>100\u6307\u6570\u76ee\u524d\u5e02\u76c8\u7387\u7ea6\u4e3a43\u500d\uff0c\u8fdc\u9ad8\u4e8e\u7ea630\u500d\u7684\u201c\u5408\u7406\u6c34\u5e73\u201d\uff0c\u56e0\u4e3a\u201c\u534e\u5c14\u8857<\/a>\u5bf9\u589e\u957f\u6700\u5feb\u3001\u4f30\u503c\u6700\u9ad8\u516c\u53f8\u7684\u76c8\u5229\u9ad8\u4f30\u4e8650%\u201d\u3002Burry\u79f0\uff1a\u201c\u6211\u4eec\u6b63\u5728\u89c1\u8bc1\u5386\u53f2\u3002\u5728\u80a1\u5e02\u4e2d\uff0c\u8fd9\u901a\u5e38\u4e0d\u662f\u597d\u4e8b\u3002\u201d\u4ed6\u5c06\u5f53\u524d\u5c40\u9762\u6bd4\u4f5c\u201c\u4e00\u573a\u8840\u8165\u8f66\u7978\u53d1\u751f\u524d\u7684\u6700\u540e\u51e0\u5206\u949f\u201d\u3002\u4e0d\u8fc7\uff0cBurry\u5efa\u8bae\u4e0d\u8981\u505a\u7a7a<\/a>\u80a1\u7968\uff0c\u56e0\u770b\u8dcc\u671f\u6743\u6210\u672c\u9ad8\u4e14\u5bb9\u6613\u56e0\u65f6\u673a\u4e0d\u5f53\u906d\u53d7\u635f\u5931\u3002<\/p>\n

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\u56fd\u9645\u9ec4\u91d1<\/a><\/span><\/span>\uff1a<\/strong>COMEX\u9ec4\u91d1<\/a><\/span>\u671f\u8d27\u5f53\u6708\u8fde\u7eed\u5408\u7ea6\u4e0a\u6da814.90\u7f8e\u5143\uff0c\u6da8\u5e450.31%\uff0c\u62a54745.6\u7f8e\u5143\/\u76ce\u53f8\u3002COMEX\u767d\u94f6<\/a><\/span><\/span>\u671f\u8d27\u5f53\u6708\u8fde\u7eed\u5408\u7ea6\u4e0a\u6da85.94\u7f8e\u5143\uff0c\u6da8\u5e457.35%\uff0c\u62a586.805\u7f8e\u5143\/\u76ce\u53f8\u3002\u73b0\u8d27\u9ec4\u91d1<\/span>\u4e0a\u6da820.08\u7f8e\u5143\uff0c\u6da8\u5e450.43%\uff0c\u62a54734.97\u7f8e\u5143\/\u76ce\u53f8\u3002\u73b0\u8d27\u767d\u94f6<\/span>\u4e0a\u6da85.77\u7f8e\u5143\uff0c\u6da8\u5e457.18%\uff0c\u62a586.12\u7f8e\u5143\/\u76ce\u53f8\u3002<\/p>\n

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